Entry-Level Insurance Client Advocate

CIA - Commercial Insurance Associates; Brentwood (TN); On-site; USD 40,000 - 54,000; Full time

Job summary

CIA - Commercial Insurance Associates in Brentwood, TN is seeking an entry-level Customer Service Advocate to support certificate of information creation, policy endorsements, and routine client inquiries. You will assist with reviewing policies, processing endorsements, generating COIs, and handling daily client requests in EPIC, CSR24, and Indio workflows, while in training to become a client manager.

This role emphasizes accuracy, timely communication, and teamwork within a busy commercial

Qualifications

• Excellent verbal and written communication skills and ability to de-escalate tense client interactions while providing a timely solution to their concerns.
• Strong organizational skills and ability to multitask while paying close attention to detail.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and PDF workflows.
• Experience with EPIC, CSR24, and Indio workflow standards and documentation maintenance.

Responsibilities

• Generate COIs to be issued according to the insured's contract and/or insurance requirements.
• Send policy change requests to carriers and pull endorsements from carrier website to be filed in Epic (ERP system).
• Issue policy endorsements and transactions and forward invoice/endorsement to client with breakdown of the endorsement, including premium.
• Pull 5-year Loss runs for all lines at renewals, and monthly/quarterly for clients that are being monitored and create and update claim status and monitor policy renewal time frames.
• Abate claims by filing them with the carrier and keep the insured updated as to the status and send subsequent loss runs to the Insured.
• Print policies and create binder with renewal policies for Producers to drop off to client.
• Run epic reports, including policy expiration.
• Handle all daily requests from insured for certificates, policy changes (endorsements/cancellations/billing), and provide requested documentation as needed.
• Process audits in Epic and notify Client Manager and Producer of changes in premium; forward the audit finding to insured and Producer with results/breakdown.
• Access customer accounts and policy schedules.
• Maintain and update all location, property, vehicle, and equipment spreadsheets.
• Set-up new clients and prospects in EPIC Account Management System
• Attend and participate in job related classes and webinars.
• Other duties as assigned by this position's manager.

Skills

Communication

De-escalation

Multitasking

MS Office

Tools

EPIC

CSR24

Indio

Job description

CIA - Commercial Insurance Associates in Brentwood, TN is seeking an entry-level Customer Service Advocate to support certificate of information creation, policy endorsements, and routine client inquiries. You will assist with reviewing policies, processing endorsements, generating COIs, and handling daily client requests in EPIC, CSR24, and Indio workflows, while in training to become a client manager.

This role emphasizes accuracy, timely communication, and teamwork within a busy commercial